Liberty Capital Management’s American Express AXP Stock Holding History

Liberty Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-600	Closed	-$61K	–	114
2017 Q4	$61K	Hold	600	–	–	0.03%	168
2017 Q3	$55K	Hold	600	–	–	0.03%	176
2017 Q2	$50K	Hold	600	–	–	0.03%	169
2017 Q1	$47K	Hold	600	–	–	0.03%	160
2016 Q4	$46K	Sell	600 -205	-25%	-$14.2K	0.03%	154
2016 Q3	$51K	Buy	+805	New	+$51.7K	0.03%	152
2016 Q1	–	Sell	-4,730	Closed	-$329K	–	100
2015 Q4	$329K	Buy	4,730 +125	+3%	+$9.1K	0.25%	80
2015 Q3	$341K	Buy	4,605 +105	+2%	+$8.08K	0.27%	79
2015 Q2	$350K	Hold	4,500	–	–	0.24%	86
2015 Q1	$352K	Hold	4,500	–	–	0.24%	82
2014 Q4	$419K	Hold	4,500	–	–	0.29%	78
2014 Q3	$394K	Hold	4,500	–	–	0.29%	79
2014 Q2	$427K	Hold	4,500	–	–	0.3%	80
2014 Q1	$405K	Hold	4,500	–	–	0.3%	77
2013 Q4	$408K	Sell	4,500 -1,500	-25%	-$123K	0.29%	77
2013 Q3	$453K	Buy	6,000 +300	+5%	+$22.6K	0.36%	74
2013 Q2	$426K	Buy	+5,700	New	+$406K	0.37%	72

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Liberty Capital Management's AXP Position: Q1 2018 in Review

Liberty Capital Management sold out of American Express (AXP) in Q1 2018, closing a stake of 600 shares — an estimated $61K sold.

Liberty Capital Management first reported a position in AXP in Q2 2013 and held it in 17 quarters. The position peaked at $453K in Q3 2013. 1,442 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

Liberty Capital Management reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 600 American Express shares in Q1 2018, an estimated $61K.
Liberty Capital Management first reported a position in American Express in Q2 2013 and held it in 17 quarters.
Liberty Capital Management's American Express position peaked at $453K in Q3 2013.
1,442 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.